About Alpha Beta Gamma Wealth Management
Creating Financial Strategies To Protect Your Future
Choosing a financial partner is about far more than just finances. Here at ABG Wealth Management, we take pride in the options and services we offer our clients.
Our mission is to provide sound recommendations designed for your future benefit. We strive to eliminate the guesswork often associated with wealth management planning by providing clear information and recommendations. We assist in the design and then implement a plan for your future. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.
We enjoy the resources of an independent national financial services firm. We base our asset allocation decisions based on research and advice from some of the world’s best analysts. We have access to investment solutions from some of the best minds in academia and business. For you, our client, we use our collective experience to put it all together.
Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.
Meet Our Team
Mr. Lyman is the CEO/CIO of Alpha Beta Gamma Wealth Management, a firm registered with the SEC, pursuant to the Investment Advisors Act of 1940. Mr. Lyman has been helping retirees and pre-retirees plan their “second life” for over 30 years. “Our Mission is Creating Financial Strategies to Protect Your Future. Our job is to help clients actualize their dreams.”
A graduate of Hiram College with honors, Mr. Lyman earned his Juris Doctor from Case Western Reserve University School of Law and was a partner in the New York law firm of Lyman & Lyman. Concurrently, Mr. Lyman also served as a District Attorney. Mr. Lyman was the founding President and CEO of the Raymond James Trust Company, President of the STI Private Capital Group, N.A. and President and CEO of Wilmington Trust FSB’s Florida operations. He served as an officer at Merrill Lynch and Lehman Brothers. Mr. Lyman was one of the earliest Partners of HighTower Advisors, LLC. Mr. Lyman holds a series 65 license and is licensed as an agent for Life, Health, Annuities and Long Term Care Insurance. Mr. Lyman is licensed as an attorney to practice law before the Courts of the State of New York and before the U.S. Federal Courts and the U.S. Courts of Appeal.
Mr. Lyman is an active member of the Palm Beach community where he has served on the boards of educational and philanthropic organizations. He resides in Palm Beach County with his wife and business partner, Joanne Robin.
Curt is an active pilot who often flies to visit clients. He is a member of the Experimental Aircraft Association, the Aircraft Owners and Pilots Association and is a Command Pilot for Aerobridge and Angel Flight-Southeast.
With 30 years of experience in the financial services industry, Joanne’s knowledge spans trust securities, discount brokerage, retail brokerage, and culminates in the registered investment advisor firm area of expertise. Joanne is responsible for office administration, marketing implementation, new associate onboarding and training, vendor and custodial contracts, applications and integrations, SEC reporting, tax preparation, insurance renewals, employee benefits, bookkeeping and higher level resolutions as well as ensuring that client services flow smoothly. Joanne is committed to an elevated degree of professionalism. Prior to joining Alpha Beta Gamma Wealth Management, Joanne worked in compliance and administration for a Florida based asset management firm and prior to that, in operations for two nationally known broker/dealers. Joanne is an honors graduate from the University of South Carolina.
Thomas Pollock Jr., CFP®
Thomas Pollock Jr. joined the Alpha Beta Gamma Wealth Management team in 2020. As a CERTIFIED FINANCIAL PLANNER™, he specializes in working with clients in developing comprehensive financial plans, tailored investment strategies, liability management, insurance analysis, and estate planning strategies. He takes the time to understand each client’s personal needs and utilizes a disciplined process to help clients stay focused and move forward with confidence. He is a firm believer in transparency and delivering exceptional client service.
Thomas began working in the financial industry in 2015 at UBS Financial Services and held accounting roles in the public and private sectors prior to that. He currently holds the series 7 and series 66 licenses and is also licensed as an agent for life, health, annuities, and long-term care insurance. He graduated from the University of Hartford with a master’s degree in accounting and earned a bachelor’s degree in accounting from the University of New Haven. Originally from Connecticut, Thomas now resides in Port Saint Lucie, FL with his wife, Isabelle, and their Australian labradoodle named Fritz. Outside of work he enjoys playing golf, tennis, and traveling.
Director of Client Services
Raquel Bencosme joins Alpha Beta Gamma Wealth Management with a focus on providing first class service to our clients. She handles account openings and account maintenance. Raquel also manages special projects and coordinates all of our firm’s mass email communications. A licensed life agent in the state of Florida, Raquel has a Bachelor of Science degree in Business Administration Management and is experienced in the areas of management, operations, procurement and training. Raquel enjoys fitness, cooking, music and spending quality time with her family. Originally a New Jersey native, Raquel now resides in West Palm Beach with her husband, Bryan and her daughters, Melody and Janay.
Raquel is available to handle service requests from 9:00 am to 1:00 pm daily.
Michael D. Robinson
Co-Director of Client Services
“Building strong client relationships and making a difference in the financial lives of our clients is what attracted me to this business. The values and services of our company allow for the achievement of my personal and professional goals along with the achievement of our clients’ goals. Providing a high level of fiduciary care to our clients is an extremely important component to any successful advisor/client relationship.”
Michael joined Alpha Beta Gamma Wealth Management from Bear Stearns, a division of J.P. Morgan. Michael worked in Private Client Services with a team in Boston, Massachusetts, and helped establish an office in Palm Beach Gardens for Bear Stearns. Prior to his career in the financial services industry, Michael was a professional golfer (PGA Pro) for eight years while working at BallenIsles Country Club in Palm Beach Gardens, Florida. Michael Robinson holds a Series 66 license, is a licensed life agent in the state of Florida and has a degree in marketing from Palm Beach State College.
Mike is available to handle service requests from 1:00 pm to 5:00 pm daily.